How Tax Credits Reshape the Solar Industry in 2026

In this episode of The Tax Policy Podcast, Lucas and Luna explore how the Inflation Reduction Act's solar tax credits are reshaping the renewable energy landscape by mid-2026. They focus on the case of First Solar, a US-based manufacturer, which has used the 45X advanced manufacturing production credit to expand domestic production capacity. The hosts break down how the transferability provision allows smaller developers to monetize credits, contrast the US approach with the EU's Carbon Border Adjustment Mechanism, and examine the unintended consequence of higher module prices for some projects. They also discuss the political vulnerability of these credits and what a potential change in administration could mean. A concrete, numbers-driven look at how tax policy drives clean energy deployment. #TaxPolicy #SolarEnergy #CleanEnergyCredits #FirstSolar #IRA #45XCredit #DomesticManufacturing #Transferability #CarbonBorderTax #InvestmentTaxCredit #ProductionTaxCredit #SolarPanel #ModulePricing #CBAM #RenewableEnergy #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo